Author Topic: Tweedy Browne Q3 commentary  (Read 2074 times)

VersaillesinNY

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Tweedy Browne Q3 commentary
« on: October 24, 2013, 08:26:18 PM »
http://www.tweedy.com/resources/library_docs/quarterly/FundCommentary%20Q3%202013%20-%20Final.pdf

"Bargain hunting remains challenging, but we have plenty of dry powder should the markets
present us with an opportunity."
Q3 commentary - Tweedy, Browne Company
« Last Edit: October 24, 2013, 08:27:59 PM by VersaillesinNY »


mcliu

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Re: Tweedy Browne Q3 commentary
« Reply #1 on: October 25, 2013, 02:31:36 PM »
Does anyone know the two HK firms that they mentioned?

Zorrofan

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Re: Tweedy Browne Q3 commentary
« Reply #2 on: October 27, 2013, 01:17:21 PM »
I believe they are big fans of Chueng Kong, not sure about the second one....

cheers
Zorro

Qu1nt3ss0n

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Re: Tweedy Browne Q3 commentary
« Reply #3 on: October 27, 2013, 01:55:01 PM »
Great Eagle Holdings and Oriental Watch Holdings